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AnswerForce + ServiceTitan

Create new ServiceTitan customers from new AnswerForce messages

Streamline communication and improve customer management with this automation. When a new message arrives in AnswerForce, this workflow promptly creates a customer profile in ServiceTitan. This guarantees that no details are overlooked, reducing the risk of miscommunication and enhancing the efficiency of your customer management.

Streamline communication and improve customer management with this automation. When a new message arrives in AnswerForce, this workflow promptly creates a customer profile in ServiceTitan. This guarantees that no details are overlooked, reducing the risk of miscommunication and enhancing the efficiency of your customer management.

  1. When this happens...
    AnswerForceAnswerForce
    New Message

    Triggers when a new message is taken.

    TriggerInstant
  2. automatically do this!
    ServiceTitanServiceTitan
    Create Customer

    Creates a new customer

    ActionWrite
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Supported triggers and actions

What does this mean?
  • AnswerForce triggers, actions, and search

    New Message

    Triggers when a new message is taken.

    Trigger
    Instant
    Try It

    • Jobs IDs (maximum 50)

    • Job Id

    • Project

    • Appointment Status

    • Technician

    • Starts On Or After

    • Modified On Or After

    • Modified Before

    Trigger
    Scheduled
    Try It

    • Customers IDs (maximum 50)

    • Name

    • City

    • State

    • Zip

    • Phone

    • Active

    • Modified On Or After

    • Modified Before

    Trigger
    Scheduled
    Try It

    • Form IDs (maximum 50)

    • Active

    • Status

    • Submitted On Or After

    • Submitted Before

    • Owner Type

    Trigger
    Scheduled
    Try It

    • Projects IDs (maximum 50)

    • Customer

    • Location

    • Job Id

    • Status

    • Target Completion Date Before

    • Target Completion Date On Or After

    • Starts Before

    • Starts On Or After

    • Modified Before

    • Modified On Or After

    Trigger
    Scheduled
    Try It

    • Active

    • Modified On Or After

    • Modified Before

    Trigger
    Scheduled
    Try It

    • Estimates IDs (maximum 50)

    • Job

    • Project

    • Job Number

    • Sold By

    • Sold By Employee

    • Active

    • Status

    • Total greater

    • Total less

    • Sold after

    • Sold before

    Trigger
    Scheduled
    Try It

    • Invoices IDs (maximum 50)

    • Invoice Status

    • Batch

    • Batch number

    • Job

    • Business Unit

    • Customer

    • Total greater

    • Total less

    • Invoiced On Before

    • Invoiced On Or After

    • Modified On Or After

    • Modified Before

    Trigger
    Scheduled
    Try It
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answerforce logo

About AnswerForce

AnswerForce is a live answering service that helps small businesses stay connected with customers during business and off-hours with solutions like customer support, lead capture, appointment setting and more. The AnswerForce app lets you view the transcript of your customer calls, organize internal messages and supports a wide range of integrations with various other business tools.
Learn more

Related categories

  • Customer Support
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servicetitan logo

About ServiceTitan

ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.
Learn moreHelp

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